Geneos Wealth Management’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-700
| Closed | -$3.84K | – | 2148 |
|
|
2024
Q1 | $3.84K | Sell |
700
-600
| -46% | -$3.29K | ﹤0.01% | 1769 |
|
|
2023
Q4 | $7.44K | Sell |
1,300
-300
| -19% | -$1.72K | ﹤0.01% | 1624 |
|
|
2023
Q3 | $9.7K | Hold |
1,600
| – | – | ﹤0.01% | 1575 |
|
|
2023
Q2 | $10.3K | Sell |
1,600
-200
| -11% | -$1.29K | ﹤0.01% | 1572 |
|
|
2023
Q1 | $14.7K | Hold |
1,800
| – | – | ﹤0.01% | 1437 |
|
|
2022
Q4 | $11.3K | Hold |
1,800
| – | – | ﹤0.01% | 1499 |
|
|
2022
Q3 | $14K | Sell |
1,800
-720
| -29% | -$5.6K | ﹤0.01% | 1434 |
|
|
2022
Q2 | $26K | Hold |
2,520
| – | – | ﹤0.01% | 1566 |
|
|
2022
Q1 | $33K | Hold |
2,520
| – | – | ﹤0.01% | 1554 |
|
|
2021
Q4 | $52K | Buy |
+2,520
| New | +$52K | ﹤0.01% | 1459 |
|